10/18/2024, 01:12 PM UTC
芯片设备的好日子,过去了The Good Times for Chip Equipment are Over
<p>➀ 人工智能芯片需求正在蓬勃发展,但对于半导体制造设备制造商来说,这还不足以支撑。</p><p>➁ 荷兰设备制造商阿斯麦公布了令人失望的财报,第三季度净订单量仅为26亿欧元,低于华尔街预期。</p><p>➂ 分析师们仍然预计今年全球半导体制造设备销售额将超过1000亿美元,但该行业由少数几家大型投资者主导。</p><p>➀ The demand for AI chips is booming, but it's not enough for semiconductor manufacturing equipment makers.</p><p>➁ ASML, a Dutch equipment manufacturer, reported disappointing financial results with net orders for the third quarter at 2.6 billion euros, below Wall Street expectations.</p><p>➂ Analysts still expect global semiconductor manufacturing equipment sales to exceed $100 billion this year, but the industry is dominated by a few large investors.</p>
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